+173.2%
BKR vs MPC
+661.2%
-488.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.8% | -4.9% | -5.7% |
| 7D | -6.7% | +1.2% | -7.9% | -7.2% |
| 30D | -8.3% | +17.0% | -25.3% | -15.9% |
| 3M | -5.4% | +49.5% | -54.9% | -24.6% |
| 6M | +0.8% | +83.5% | -82.7% | -29.3% |
| YTD | +31.8% | +144.1% | -112.2% | -22.6% |
| 1Y | +28.6% | +119.6% | -91.0% | -19.8% |
| 3Y | +71.2% | +168.1% | -96.8% | -10.2% |
| All | +173.2% | +661.2% | -488.0% | -36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MPC.
Daily Out/Under-Performance
Portfolio return minus MPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded MPC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling